# A Supply-Constrained World Comes into Sharper Focus

Page: https://stenobird.com/podcast/macro-pulse-6609925/a-supply-constrained-world-comes-into-sharper-focus
Text version: https://stenobird.com/podcast/macro-pulse-6609925/a-supply-constrained-world-comes-into-sharper-focus.md
Podcast: [Macro Pulse](https://stenobird.com/podcast/macro-pulse-6609925)
Published: 2026-03-26T10:55:18+00:00
Episode link: https://haveranalytics.podbean.com/e/a-supply-constrained-world-comes-into-sharper-focus/
Audio file: https://mcdn.podbean.com/mf/web/2p4nbt946x8y9mhm/COTW_March_26-esv2-73p-bg-30p-music-40p9h6k8.mp3
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JSON: https://stenobird.com/v1/public/podcasts/macro-pulse-6609925/episodes/a-supply-constrained-world-comes-into-sharper-focus
Duration seconds: 675

## Resource

Markets may be taking some comfort from tentative de-escalation signals in the Middle East, but the economic aftershocks are still working their way through—via energy prices, supply chains and heightened geopolitical risk. This week’s charts focus on: • The global business cycle — momentum vs resilience• Elevated (and increasingly structural) uncertainty• Renewed supply chain stress• A more complex and uncertain policy backdrop• Questions around monetary policy credibility• Oil prices vs still-anchored inflation expectations A global economy that’s still running—but more fragile, more supply-driven, and harder to manage.

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## Transcript

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